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William H. Apfel, CFA

Executive Managing Director

Bill is the firm’s Chief Investment Officer. He is a Portfolio Manager on the Balanced, Large Cap Core, Large Cap Value, and International Large Cap strategies, and manages portfolios for institutional and private wealth clients. Bill is a member of the Boston Trust Walden Board of Directors. As Executive Managing Director, he shares overall responsibility for the day-to-day management of the firm. He serves as Chair of the Investment and Investment Policy Committees, and is a member of the Portfolio Strategy, Audit & Risk, and ESG Research & Engagement Committees.

Bill began his career in 1984 and joined the firm in 1989. He earned a BA from Binghamton University, MA from Georgetown University, and PhD from Brown University, and was a Fulbright Scholar. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.